Results
Every entry below is a real engagement, with the numbers as reported at the time. Each one names the company, because a result nobody will put a name to is not a result.
$3.25M
Cash freed
Without new revenue
6
Engagements
Named, not anonymised
4
Companies
Across construction and services
0
CFOs hired
To get any of it
The CHE Companies · Working capital
Freed $3.25 million in cash by managing AR, AP, WIP and deposit timing. No new revenue. No cost cuts. Just the drivers that trap cash in the business cycle.
The playbook: Working Capital Course →Before
$4M
After
$750K
Bobbitt Design Build · Sales close rate
Took close rate from under 10% to over 35% with CRM visibility, pipeline management and a data-driven sales process. Millions in previously lost deals.
The playbook: AI CFO Advisor →Before
10%
After
35%
Tower Engineering · M&A rescued
Full due diligence across 40+ divisions. First-time book close in under 45 days. NetSuite from scratch. The deal was failing — financial clarity saved it.
The playbook: Hire & Coach CFO Course →Before
At risk
After
Closed
Bobbitt Design Build · Operations
Took a $150M+ design-build firm from paper-heavy to over 90% paperless through Procore deployment, process redesign and an advocate strategy for change management.
The playbook: Academy →Before
25%
After
90%+
The CHE Companies · IT cost
Audited every subscription, renegotiated contracts, killed redundant tools and put an ROI requirement on every technology decision.
The playbook: Overhead Analyzer →Before
Baseline
After
−40%
Multiple companies · Monthly close
Proactive close methodology: reconcile as you go, pre-close by the 25th, present with recommendations within 5–7 business days.
The playbook: Owner's Monthly Review →Before
3 weeks
After
5 days
Every playbook above is a tool or a course on this site. Start with the one that matches what is costing you the most.